Trinity Financial Planning was founded in fall 2001 as an independent, fiduciary firm to help people with their personal tax, investment and financial planning by providing comprehensive fee-only advice without the conflicts of interest inherent in selling investments or insurance.
Services are designed to support those who want to take control of their financial future, believing strongly in minimizing their taxes, and those who want to be long-term investment partners rather than stock traders.
To help potential clients make an informed decision about our company, the first step is to schedule a free 15-minute call to answer questions, review your financial goals at a high level, and to see if we are good fit for each other.
Use the form below to Contact Us. Or, if you are interested in learning more, schedule a 15-minute prospective client phone call.
6405 Century Avenue
Middleton, WI 53562
(608) 999 -4049